Ian is a Financial Planner who takes into consideration both the needs of his client and the benefits that his advice may have on other family members too. Ian has been advising clients for over 29 years and joined Wren Sterling as an Independent Financial Adviser in 2013.
As many clients have complex financial needs, he provides holistic advice including retirement planning, investment of personal money, tax efficient investing, inheritance and protection planning.
This has allowed Ian to retain the clients he has had over those 29 years and support them with their financial planning needs – from savings and building investment pots to retirement and beyond thereby, helping them achieve their goals.
In his spare time Ian enjoys spending time with his wife and family, sports, music and theatre and travelling.